Overview of Transaction

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• Originally founded in 1961, OBG is a retail insurance agency located in Worcester,
  Massachusetts.

• With a focus on small commercial and personal lines, the Company is a generalist
  with some key real estate and contractor client relationships.

• OBG agreed to partner with World Insurance Associates, a top 100 Independent
  Property/Casualty Agency.

 

Significance of Transaction​

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• The acquisition of OBG provides World with an opportunity to cross-sell its non-P&C
  product lines/offerings.

• The acquisition will allow provide the OBG team with robust resources, as well as
  the support to target larger accounts with more complex risks.

 

Sica | Fletcher's Role

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• Sica | Fletcher was hired to serve as exclusive strategic and financial advisor to OBG
  and explored multiple options for the firm before its decision to partner with World.

• This transaction underscores Sica | Fletcher's unparalleled relationships with top-tier investors in the insurance sector.